Ci Private Wealth, LLC Dimensional ETF Tr Emerging Mk Call Options Transaction History
Ci Private Wealth, LLC
- $69.4 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFEM
# of Institutions
345Shares Held
131MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$410 Million8.36% of portfolio
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Truepoint, Inc.4.44MShares$117 Million3.42% of portfolio
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High Tower Advisors, LLC Chicago, IL3.99MShares$105 Million0.16% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$104 Million1.18% of portfolio
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Buckingham Strategic Partners Saint Louis, MO3.95MShares$104 Million2.54% of portfolio